Setting up a Customer Portal & Branding

Setting up a Customer Portal & Branding

This article is intended to help with the steps to setup a customer portal within your site so they can log in and see their own quotes, jobs, order via simplified or send in an RFQ. 

Step 1 - Setting up the Customer User

This is done in the USER setup

a.    Create a customer USER with the user type set to customer


b.     Associate the user with the customer site

                                               i.    You will set the BRAND once you create it

                                             ii.     Set the default dashboard to customer (if you have created one)


c.    Set the roles and permissions:

                                               i.    Set the permission to CUSTOM

                                             ii.    Set their roles to:

  1. Anonymous Quoter
  2. Customer
  3. Web Customer

                                            iii.    Set the Reporting Permissions to:
  1. Customer

d.    Set the default customer to the customer you want them associated with:


e.    Ensure the USER TIMING is off (if you have that module):


f.     Ensure you UPDATE the user file looking for the green “CHANGES SAVED” note



Step 2 - Enable Customer COMPANY for Web Access

This is done in the customer file for the exiting customer

a.    Ensure they have the right “Price lists”

b.    Click the “show more” button at the top left of the customer file

c.    If you only want them to access their own Simplified Sessions – click the ONLY SHOW MY TREE NODES option

d.  Ensure there is a BILLING an SHIPPING address and contacts for both

e.    Ensure there is an associated user (this is setup in the user):

f.     Ensure you SAVE the customer file

Step 3 - Setting up Custom Branding & Themes

Optional  - If you want to use a custom logo you can upload it to your site
a. Go to the ADMIN admin menu and choose UPLOAD FILES

b.    Choose your file and upload it


                                               i.    It will appear in the list below – you can click on it to get the link
                                             ii.    Paste the link somewhere that you can retrieve it (or come back and click it again when you are ready)

 

Optional - you can set up customer "headers and footers" to make your customers 
a.    Go to the CUSTOMIZE menu (you can search for it with the magnifier glass) or go to ADMIN-CONFIG and choose it from the menu 


b.    Choose the branding option from the list:
 

c.    Hit the PLUS button to create a new header for your client


      i.    Repeat to create a custom footer for your client
d.    Choose your Custom Header:

e.    Enter the information you would like for your customer portal
i.    You can add a logo by clicking on the INSERT – IMAGE


ii.    Once in here you can:
1.    Paste the image link into the source area
2.    Give an alternate description
3.    Set the size


iii.    Enter the Customer HEADER information you desire: 


If you desire you can click on the TOOLS menu and go to source code where you can edit in HTML.

iv.    Repeat for your Customer FOOTER information


c. Creating your CUSTOMER's BRAND by going to the branding tab

a. Create a new Brand for your customer:
i. go to the branding tab
ii. click on the plus button 


b. Now setup your customer brand – choosing your header and footer:


You can also create custom landing pages and custom login pages – these are found under “custom pages”


d. Creating your CUSTOMER's THEME by going to the THEMES area

OPTIONAL: You can create specific customer themes if you desire.

a. Open the THEME menu:

 

b. Click the “PLUS” to create a new theme


c. You can name it and associate your brand:



d. Go through the theme and choose your colours scheme as desired:



e.  Associate your customer's USER with the BRAND

Return to your customer USER and associate the brand:

Step 4 - Testing Your Customer 

  Once you have competed these steps you need to log in as your customer and test their experience. 



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